&Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

&Partners’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.3M	Sell	69,969 -23,665	-25%	-$3.26M	0.04%	371
2026 Q1	$12.1M	Sell	93,634 -547	-0.6%	-$74K	0.06%	291
2025 Q4	$12.9M	Buy	94,181 +29,084	+45%	+$4.06M	0.07%	259
2025 Q3	$9.26M	Buy	65,097 +1,886	+3%	+$267K	0.06%	281
2025 Q2	$8.77M	Buy	63,211 +21,980	+53%	+$2.78M	0.07%	254
2025 Q1	$4.85M	Buy	41,231 +6,832	+20%	+$878K	0.05%	301
2024 Q4	$4.47M	Buy	34,399 +19,834	+136%	+$2.52M	0.05%	298
2024 Q3	$1.71M	Buy	14,565 +3,926	+37%	+$439K	0.03%	396
2024 Q2	$1.17M	Buy	10,639 +8,689	+446%	+$955K	0.05%	305
2024 Q1	$223K	Buy	+1,950	New	+$211K	0.03%	434

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

&Partners's IWP Position: Q2 2026 in Review

&Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 25% in Q2 2026, selling an estimated $3.26M and leaving 69,969 shares worth $10.3M. The position accounts for 0.04% of the portfolio, ranked #371.

&Partners first reported a position in IWP in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.9M in Q4 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

&Partners held 69,969 shares of iShares Russell Mid-Cap Growth ETF worth $10.3M as of Q2 2026.
&Partners sold 23,665 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.26M.
iShares Russell Mid-Cap Growth ETF made up 0.04% of &Partners's portfolio in Q2 2026, its #371 holding.
&Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
&Partners's iShares Russell Mid-Cap Growth ETF position peaked at $12.9M in Q4 2025.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.